97 episodes
Eye On The Market Michael Cembalest
-
- Business
-
-
4.6 • 235 Ratings
-
Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
-
Cicadian Rhythms
Cicadian Rhythms: the fading prospects of a US disinflationary boom; Japan’s structural reform/M&A emergence; and Eye on the Market mailbag responses to questions on Tesla/Musk, GLPs, housing, China, Truth Social and Meta’s latest open source model
View video here -
The Good, the Bad and the Ugly
The Good, the Bad and the Ugly: an investor lens on tech valuations, AI, energy and the US Presidential Election.
View video here -
Electravision
This Eye on the Market is about the predominant vision for the future which involves the electrification of everything, powered by solar, wind, transmission and distributed energy storage.
View video here -
Five Easy Pieces
Five Easy Pieces: on Magnificent 7 stocks, open source large language models, the No Labels movement, the Armageddonists and bottom-fishing in Chinese equities.
View video here -
Medical Complications
This Eye on the Market is about all the things that can be true at the same time. The collapse of the political middle in Congress should not be an excuse for everyone else to abandon the ability to believe things that may appear contradictory, but which are all part of a more complicated reality.
View video here -
Outlook 2024 - Episode 3: Deep Dive—Top Ten Surprises
A top ten list on what might happen… not what will happen, in honor of strategist Byron Wien
View video here
Customer Reviews
Smart perspective
Excellent podcast on how current events affecting markets: smart, factual, and often offers a unique perspective.
I like it
Useful, pragmatic, and interesting. Looking forward to him including crypto assets into the conversation, once they’ve reached sufficient maturity.
Not that 70s show
He comments on Europes Tax Policy. But neglects to mention that this was Janet Yellens policy. This uniform tax policy on corporates was Bidenomics. The US is getting what it wanted.